At a Glance
- Tasks: Manage relationships with international clients and drive portfolio growth through tailored financial conversations.
- Company: Join a growing International Bank with a focus on client satisfaction.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Collaborative culture with opportunities for continuous improvement and career growth.
- Why this job: Be a trusted advisor and make a real impact in clients' financial journeys.
- Qualifications: 5+ years in client relationship management and strong understanding of banking products.
The predicted salary is between 60000 - 80000 £ per year.
Excellent opportunity opens for a Private Banker to join a growing International Bank. The role offers the opportunity to take ownership of a portfolio of international and expat clients, managing relationships from initial onboarding through to long-term development. Acting as a trusted advisor, you will support clients with complex, cross-border banking needs while driving portfolio growth through tailored financial conversations and the identification of relevant product opportunities. You will work closely with internal stakeholders across product, operations, compliance and onboarding teams to deliver a seamless and high-quality client experience, while also contributing to the continuous improvement of client journeys, service models and digital engagement strategies.
Main Responsibilities
- Client Relationship Management
- Act as the primary point of contact for onboarded clients, delivering a high-quality, seamless experience
- Build and maintain strong client relationships through proactive engagement and regular follow-ups
- Support new clients through onboarding, including welcome calls and guidance on services and products
- Manage a portfolio of expat/international clients, monitoring behaviour, needs and opportunities
- Identify and execute cross-sell opportunities aligned with client profiles and regulatory requirements
- Drive growth in deposits and client liabilities through needs-based conversations
- Client Service & Experience
- Deliver responsive and professional support to client enquiries
- Take ownership of issue resolution, coordinating internally where required
- Monitor client satisfaction and act on feedback to improve service delivery
- Compliance & Risk Management
- Ensure all client interactions comply with regulatory requirements and internal policies
- Maintain accurate and up-to-date client records, including KYC and documentation
- Identify and elevate any risks, unusual activity or compliance concerns
- Work closely with internal teams to ensure smooth client servicing
- Provide insights from client interactions to support product and service improvements
- Track and report on client activity, engagement and portfolio performance
- Contribute to process, service and digital journey enhancements
- Stay up to date with product knowledge, regulatory changes and industry best practices
Main Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related field
- Relevant professional certifications (e.g. CISI, CII, CeMAP) are advantageous
Experience & Skills
- 5+ 7 years’ experience in client relationship management within banking, wealth management or financial services
- Proven experience managing client portfolios, including retention and growth of assets or liabilities
- Experience working with international or high-net-worth clients, ideally with cross-border exposure
- Strong understanding of banking products (e.g. deposits, FX, mortgages, savings)
- Solid knowledge of regulatory frameworks including KYC, AML and client suitability
- Strong relationship-building and communication skills
- Commercial mindset with the ability to identify growth opportunities
- High attention to detail and strong organisational skills
- Ability to manage multiple client relationships effectively
- Collaborative approach with the ability to work across teams
- Strong risk awareness and commitment to compliance
Private Banker - Arabic Speaker - UHNW employer: Rothstein Recruitment
Join a dynamic International Bank that prioritises employee development and fosters a collaborative work culture. As a Private Banker, you will benefit from tailored training programmes, a supportive team environment, and the opportunity to engage with high-net-worth clients in a vibrant location. With a focus on innovation and client satisfaction, this role offers a rewarding career path where your contributions directly impact client success and business growth.
